Charles Halbert Dingman
Investment adviser representative at Insight Folios
17 yearsExperience
2 statesRegistered in
$331.3MFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Insight FoliosFeb 2023 to now
- Dingman Wealth StrategiesJun 2019 to now
- Charlie Dingman Fine ArtOct 2013 to now
- Retirement Wealth AdvisorsJul 2017 to Mar 2023
- Securities America Advisors, Inc.Dec 2016 to Jul 2017
- Securities America, Inc.Dec 2016 to Jul 2017
- Charles DingmanApr 2014 to Jun 2019
- Foothill Securities IncJan 2013 to Dec 2016
- Loyal Partners LLCApr 2010 to Jan 2019
- ResponsibillSep 2009 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 2 states (MT, TX).
Insight Folios
Legal name: Insight Folios Inc
$331.3MAssets managed
1,228Clients
19Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5706747
- Firm CRD
- 174411